AssuredPartners Investment Advisors’s Parker-Hannifin PH Stock Holding History

AssuredPartners Investment Advisors’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$506K	Sell	554 -199	-26%	-$188K	0.06%	247
2025 Q4	$662K	Buy	753 +282	+60%	+$231K	0.1%	179
2025 Q3	$357K	Buy	471 +65	+16%	+$48K	0.08%	180
2025 Q2	$284K	Sell	406 -608	-60%	-$384K	0.07%	191
2025 Q1	$617K	Buy	1,014 +64	+7%	+$41.9K	0.12%	174
2024 Q4	$604K	Buy	+950	New	+$629K	0.12%	174

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AssuredPartners Investment Advisors's PH Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Parker-Hannifin (PH) stake by 26% in Q1 2026, selling an estimated $188K and leaving 554 shares worth $506K. The position accounts for 0.06% of the portfolio, ranked #247.

AssuredPartners Investment Advisors first reported a position in PH in Q4 2024 and has held it in 6 quarters since. The position peaked at $662K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

AssuredPartners Investment Advisors held 554 shares of Parker-Hannifin worth $506K as of Q1 2026.
AssuredPartners Investment Advisors sold 199 Parker-Hannifin shares in Q1 2026, an estimated $188K.
Parker-Hannifin made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #247 holding.
AssuredPartners Investment Advisors first reported a position in Parker-Hannifin in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Parker-Hannifin position peaked at $662K in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.